Financial Synergies Wealth Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-360
| Closed | -$205K | – | 85 |
|
|
2024
Q4 | $205K | Buy |
+360
| New | +$205K | 0.03% | 72 |
|
|
2024
Q3 | – | Sell |
-360
| Closed | -$210K | – | 78 |
|
|
2024
Q2 | $210K | Hold |
360
| – | – | 0.03% | 68 |
|
|
2024
Q1 | $193K | Hold |
360
| – | – | 0.03% | 71 |
|
|
2023
Q4 | $135K | Hold |
360
| – | – | 0.02% | 76 |
|
|
2023
Q3 | $157K | Hold |
360
| – | – | 0.02% | 72 |
|
|
2023
Q2 | $154K | Hold |
360
| – | – | 0.02% | 72 |
|
|
2023
Q1 | $128K | Hold |
360
| – | – | 0.02% | 75 |
|
|
2022
Q4 | $135K | Hold |
360
| – | – | 0.02% | 76 |
|
|
2022
Q3 | $122K | Hold |
360
| – | – | 0.02% | 76 |
|
|
2022
Q2 | $117K | Buy |
+360
| New | +$117K | 0.02% | 79 |
|